SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.44M
3
+$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Top Sells

1
+$2.92M
2
+$724K
3
+$710K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$385K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$280K

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8.71K 0.01%
+439
777
$8.66K 0.01%
231
778
$8.58K 0.01%
+111
779
$8.57K 0.01%
211
780
$8.43K 0.01%
1,659
+290
781
$8.43K 0.01%
234
782
$8.34K 0.01%
+137
783
$8.32K 0.01%
136
784
$8.3K 0.01%
123
785
$8.27K 0.01%
138
-348
786
$8.22K 0.01%
256
+21
787
$8.2K 0.01%
287
788
$8.19K 0.01%
105
789
$8.19K 0.01%
194
-187
790
$8.04K 0.01%
131
+14
791
$7.99K 0.01%
140
-62
792
$7.99K 0.01%
486
793
$7.95K 0.01%
126
+15
794
$7.94K 0.01%
225
-83
795
$7.91K 0.01%
+599
796
$7.88K 0.01%
902
797
$7.87K 0.01%
503
-116
798
$7.84K 0.01%
49
799
$7.84K 0.01%
+368
800
$7.79K 0.01%
140
30 31
32
33 34